Medtronic plc
MDT- Exchange
- NYSE
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001613103
In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,149 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Medtronic plc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,085
- +136 vs. Q3 2023
- Shares held
- 1.09B
- −534.4K (0.0%) vs. Q3 2023
- Total value
- $89.9B
- +$4.32B (+5.0%) vs. Q3 2023
- New holders
- 270
- 652 more added
- Sold out
- 134
- 993 more reduced
31 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,149 | $86.8B |
| Q1 2026 | 2,256 | $95.7B |
| Q4 2025 | 2,321 | $105.4B |
| Q3 2025 | 2,182 | $102.5B |
| Q2 2025 | 2,149 | $94.6B |
| Q1 2025 | 2,178 | $96.9B |
| Q4 2024 | 2,133 | $85.3B |
| Q3 2024 | 2,074 | $94.7B |
| Q2 2024 | 2,036 | $83.6B |
| Q1 2024 | 2,083 | $95.6B |
| Q4 2023 | 2,085 | $89.9B |
| Q3 2023 | 1,980 | $85.7B |
| Q2 2023 | 2,063 | $95.9B |
| Q1 2023 | 2,000 | $88.0B |
| Q4 2022 | 1,970 | $84.3B |
| Q3 2022 | 1,940 | $87.9B |
| Q2 2022 | 2,034 | $96.2B |
| Q1 2022 | 2,114 | $119.8B |
| Q4 2021 | 2,072 | $112.1B |
| Q3 2021 | 2,038 | $135.6B |
| Q2 2021 | 2,016 | $135.1B |
| Q1 2021 | 1,988 | $128.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 58,159 | $4.79M | 1.34% | +4,158+7.7% | Added |
| LaFleur & Godfrey LLC | 58,273 | $4.80M | 0.72% | −13,971−19.3% | Reduced |
| Sawtooth Solutions, LLC | 58,533 | $4.82M | 0.13% | −7,801−11.8% | Reduced |
| Highland Capital Management, LLC | 58,539 | $4.82M | 0.30% | +58,539 | New |
| Palisade Asset Management, LLC | 59,091 | $4.87M | 0.53% | +636+1.1% | Added |
| Advanced Asset Management Advisors Inc | 59,115 | $4.87M | 1.16% | +150.0% | Added |
| Kesler, Norman & Wride, LLC | 59,161 | $4.87M | 1.12% | +872+1.5% | Added |
| Corbyn Investment Management Inc | 59,392 | $4.89M | 2.30% | −3,022−4.8% | Reduced |
| Geneos Wealth Management Inc. | 59,534 | $4.90M | 0.24% | −17,131−22.3% | Reduced |
| Stratos Wealth Partners, LTD. | 59,691 | $4.92M | 0.09% | −3,956−6.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 60,118 | $4.95M | 0.61% | +12,042+25.0% | Added |
| Inlet Private Wealth, LLC | 60,884 | $5.02M | 1.54% | −1,400−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 61,570 | $5.07M | 0.45% | +3,304+5.7% | Added |
| Hennessy Advisors Inc | 61,600 | $5.07M | 0.26% | +61,600 | New |
| Valicenti Advisory Services Inc | 61,789 | $5.09M | 1.55% | −5,009−7.5% | Reduced |
| Laffer Tengler Investments | 61,801 | $5.09M | 1.35% | +1,006+1.7% | Added |
| Providence Capital Advisors, LLC | 62,100 | $5.12M | 1.23% | +6,600+11.9% | Added |
| Bogart Wealth, LLC | 62,224 | $5.13M | 0.29% | −649−1.0% | Reduced |
| Cardinal Capital Management | 61,816 | $5.13M | 0.97% | +266+0.4% | Added |
| Sit Investment Associates Inc | 62,585 | $5.16M | 0.13% | −46,490−42.6% | Reduced |
| Wealthfront Advisers LLC | 62,678 | $5.16M | 0.02% | −26,556−29.8% | Reduced |
| HTLF Bank | 63,285 | $5.21M | 0.61% | +63,285 | New |
| Brinker Capital Investments, LLC | 60,682 | $5.25M | 0.06% | −19,838−24.6% | Reduced |
| Orion Portfolio Solutions, LLC | 60,682 | $5.25M | 0.06% | −19,838−24.6% | Reduced |
| Stamos Capital Partners, L.P. | 63,870 | $5.26M | 1.43% | +16,140+33.8% | Added |
| Linscomb & Williams, Inc. | 64,378 | $5.30M | 0.29% | −1,597−2.4% | Reduced |
| Monarch Capital Management Inc | 64,123 | $5.31M | 1.61% | −994−1.5% | Reduced |
| McCollum Christoferson Group LLC | 65,130 | $5.37M | 1.62% | −2,498−3.7% | Reduced |
| Addenda Capital Inc. | 65,329 | $5.43M | 0.21% | −67−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 65,957 | $5.43M | 0.01% | +11,718+21.6% | Added |
| HB Wealth Management, LLC | 66,371 | $5.47M | 0.08% | −4,665−6.6% | Reduced |
| Financial & Tax Architects, LLC | 66,893 | $5.51M | 1.63% | +1,553+2.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 67,063 | $5.53M | 1.61% | +2,287+3.5% | Added |
| Toroso Investments, LLC | 67,328 | $5.55M | 0.13% | −4,161−5.8% | Reduced |
| Berkshire Asset Management LLC | 67,495 | $5.56M | 0.32% | −3,938−5.5% | Reduced |
| Avantax Advisory Services, Inc. | 67,575 | $5.57M | 0.06% | +10,301+18.0% | Added |
| Martin Capital Partners, LLC | 67,647 | $5.57M | 2.27% | −3,916−5.5% | Reduced |
| Kingsview Wealth Management, LLC | 67,687 | $5.58M | 0.17% | +11,552+20.6% | Added |
| Trust Co of Vermont | 67,755 | $5.58M | 0.37% | −5,303−7.3% | Reduced |
| Banque Cantonale Vaudoise | 67,961 | $5.59M | 0.24% | −22,511−24.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 68,099 | $5.61M | 0.49% | +755+1.1% | Added |
| Cullen Investment Group, Ltd. | 68,196 | $5.62M | 0.98% | +68,196 | New |
| Advisory Services Network, LLC | 68,628 | $5.65M | 0.14% | +5,718+9.1% | Added |
| Ironwood Investment Counsel, LLC | 68,793 | $5.67M | 1.06% | +1,620+2.4% | Added |
| New Mexico Educational Retirement Board | 69,187 | $5.70M | 0.22% | 00.0% | Unchanged |
| Sculptor Capital LP | 70,000 | $5.77M | 0.15% | +70,000 | New |
| St Germain D J Co Inc | 70,059 | $5.77M | 0.30% | +39,170+126.8% | Added |
| Benedict Financial Advisors Inc | 70,329 | $5.79M | 1.58% | +358+0.5% | Added |
| Naples Global Advisors, LLC | 70,068 | $5.82M | 0.64% | +601+0.9% | Added |
| Ledyard National Bank | 70,740 | $5.83M | 0.60% | +3,918+5.9% | Added |
| Poehling Capital Management, LLC | 70,875 | $5.84M | 1.85% | +13,738+24.0% | Added |
| American Assets Investment Management, LLC | 71,632 | $5.90M | 0.61% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 71,645 | $5.90M | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 71,914 | $5.92M | 0.67% | −13,333−15.6% | Reduced |
| Soltis Investment Advisors LLC | 71,984 | $5.93M | 0.67% | −94−0.1% | Reduced |
| Silicon Valley Capital Partners | 72,470 | $5.97M | 1.00% | +6,162+9.3% | Added |
| First Nebraska Trust Co | 72,714 | $5.99M | 0.69% | −1,180−1.6% | Reduced |
| Great Valley Advisor Group, Inc. | 72,735 | $5.99M | 0.21% | −5,445−7.0% | Reduced |
| HRT Financial LP | 72,772 | $5.99M | 0.04% | +11,198+18.2% | Added |
| WealthBridge Investment Counsel Inc. | 74,470 | $6.13M | 2.45% | −2,500−3.2% | Reduced |
| Goelzer Investment Management, Inc. | 74,654 | $6.15M | 0.40% | +26,087+53.7% | Added |
| Tufton Capital Management | 75,715 | $6.24M | 1.31% | −3,150−4.0% | Reduced |
| Valley National Advisers Inc | 75,857 | $6.25M | 0.99% | +3,097+4.3% | Added |
| Vance Wealth, Inc. | 76,418 | $6.30M | 2.73% | +19,473+34.2% | Added |
| Murphy Pohlad Asset Management LLC | 76,505 | $6.30M | 2.61% | +2,508+3.4% | Added |
| Heritage Investors Management Corp | 76,666 | $6.32M | 0.24% | +6,235+8.9% | Added |
| Ally Financial Inc. | 77,000 | $6.34M | 0.83% | +14,000+22.2% | Added |
| Somerville Kurt F | 77,279 | $6.37M | 1.20% | +9,865+14.6% | Added |
| Cullinan Associates Inc | 78,248 | $6.45M | 0.36% | −48,917−38.5% | Reduced |
| TCW Group Inc | 78,425 | $6.47M | 0.07% | +2,869+3.8% | Added |
| JGP Wealth Management, LLC | 78,653 | $6.48M | 0.96% | +3,567+4.8% | Added |
| Azimuth Capital Investment Management LLC | 78,836 | $6.49M | 0.29% | +25,159+46.9% | Added |
| Pekin Hardy Strauss, Inc. | 78,899 | $6.50M | 0.97% | +5,648+7.7% | Added |
| Moors & Cabot, Inc. | 78,976 | $6.51M | 0.41% | −6,925−8.1% | Reduced |
| Hikari Power Ltd | 79,060 | $6.51M | 0.62% | 00.0% | Unchanged |
| Brookstone Capital Management | 79,150 | $6.52M | 0.13% | +4,609+6.2% | Added |
| FineMark National Bank & Trust | 79,367 | $6.54M | 0.27% | −9,056−10.2% | Reduced |
| Cheviot Value Management, LLC | 78,913 | $6.55M | 1.41% | +10,318+15.0% | Added |
| Davy Global Fund Management Ltd | 79,519 | $6.55M | 0.77% | +79,519 | New |
| Sivik Global Healthcare LLC | 80,000 | $6.59M | 2.75% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 80,251 | $6.61M | 0.20% | +5,532+7.4% | Added |
| Louisiana State Employees Retirement System | 80,400 | $6.62M | 0.14% | −2,100−2.5% | Reduced |
| TD Private Client Wealth LLC | 80,467 | $6.63M | 0.24% | −22,660−22.0% | Reduced |
| Cohen Klingenstein LLC | 80,669 | $6.65M | 0.27% | 00.0% | Unchanged |
| Bailard, Inc. | 80,708 | $6.65M | 0.20% | −1,917−2.3% | Reduced |
| Value Partners Investments Inc. | 81,353 | $6.68M | 0.53% | +10,020+14.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 80,489 | $6.69M | 2.96% | −1,055−1.3% | Reduced |
| Sicart Associates LLC | 81,261 | $6.75M | 2.58% | −2,777−3.3% | Reduced |
| Achmea Investment Management B.V. | 82,113 | $6.76M | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 82,689 | $6.81M | 0.78% | +11,719+16.5% | Added |
| Sequoia Financial Advisors, LLC | 82,725 | $6.81M | 0.08% | +16,085+24.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 83,168 | $6.85M | 1.96% | +3,179+4.0% | Added |
| Graham Capital Management, L.P. | 83,279 | $6.86M | 0.22% | −55,272−39.9% | Reduced |
| Gabelli Funds LLC | 83,290 | $6.86M | 0.05% | −6,300−7.0% | Reduced |
| Welch & Forbes LLC | 83,834 | $6.91M | 0.10% | −18,116−17.8% | Reduced |
| Securian Asset Management, Inc | 84,251 | $6.94M | 0.20% | −11,274−11.8% | Reduced |
| Bank of Nova Scotia Trust Co | 84,370 | $6.95M | 0.78% | −3,892−4.4% | Reduced |
| WSFS Capital Management, LLC | 85,843 | $7.07M | 0.44% | +66,235+337.8% | Added |
| Prospera Financial Services Inc | 86,849 | $7.15M | 0.24% | −162−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,783 | $7.23M | 0.10% | −2,675−3.0% | Reduced |